Adding value

We will only work with clients when we know we can add value to their financial future. And, we’ll only offer advice after we’ve taken the time to understand your aspirations, motivations and goals.

Balancing your priorities

All our clients want to plan for the future, whilst also living for today. Life isn’t a dress rehearsal and planning for the future can never be done at the expense of living for today. As with most things, it’s all about finding the right balance; that’s where our experience and evidenced-based approach comes into its own.

We are on your side

From our newest, to our most long-standing client, we will be with you every step of the way on your journey through life, giving you the financial peace of mind you need.

Local

We’ve been prominently located in Ottery St Mary for many years. We are proud to be a local business playing our part in the community. Of course, though, we recognise that our reputation is hard won, and easily lost. There’s only one way to maintain it; by giving high-quality, independent, financial advice.

Delegation

Our clients are busy people; they therefore need a trusted team to whom they can delegate the task of planning their financial future. That doesn’t mean they take no interest, on the contrary, we find our clients are highly engaged, they just want someone they can trust to advise them.

Evidence-based decisions

Your financial future is too important to base on anything other than the available evidence. As strange as it sounds, many advisers don’t use all the available evidence, or the most up-to-date and sophisticated tools, when planning your financial future. That can mean you overpay when investing money, or don’t have the context of a long-term financial forecast. Our evidence-based approach gives you the confidence to make tough decisions.

Friendly and down-to-earth

Planning your financial future is serious work, but that doesn’t mean it can’t be done without a smile on our faces. You will find that the whole Otter team is friendly, down to earth and are always looking to inject a sense of fun into your financial planning; we find that way, our clients are far more engaged in the process.

Unpressured

Our friendly approach means that our clients will never feel pressured to make a financial decision. Our relationship is a partnership, indeed one which often develops into a friendship, to help you to attain your financial goals.

Proactive

It’s vital your financial plan stays on track; being blown off course will mean missing your ultimate financial goal. We therefore review our client’s financial plans at least once a year and will inform you of any changes, or important events in the interim, which will affect your financial future.

Highly rated

We have been reviewed and rated by their clients on VouchedFor, an independent service which allows people to review their professional advisers.

The VouchedFor service verifies that all reviews are genuine, leaving you confident that the ratings are a fair reflection of the quality of our work.